Assigning Price Lists to Accounts

Assigning Price Lists is super important - otherwise you will see prices as 0.00 in your catalog!!

If you want to use different prices for your items depending on the Account you are selling to, this is what we call Price Levels or Price Lists.

(If you have already enabled Price Lists and you want to disable them and revert to using the same price for all Accounts follow the instructions below at the end of #1)

1) First you must upload the various prices along with your items. When you upload items make sure to upload multiple price lists for each item along with all the other properties you upload.

NOTE: If you are loading files via integration, Price Levels are not loaded together with items. There is a separate file for Price Levels.

For example:

Item Code

Price List 1

Price List 2

Price List 3

Price List 4

100-x

5.00

5.25

6.50

6.75

100-y

2.75

3.00

3.50

4.00

100-z

7.75

8.00

8.80

10.50

In your Accounts Excel file, when uploading your Accounts (customers/clients) you must assign each Account to a price list. Do this by adding a column that contains that name of the price list exactly as it appears in the Items file heading.

Example:

Account Code

Account Name

Address

AgentID

Price List Code

12345

Store1

- - -

805

Price List 3

54321

Store2

- - -

805

Price List 4

98765

Store3

- - -

806

Price List 3

Next, go to the Settings button -> Pricing Policy

Select "Price Level" in the "Calculate price based on:" menu.

(other selections in this window are not relevant to price lists).

Click Save.

IF YOU WANT TO STOP USING YOUR PRICE LEVELS AND GO BACK TO USING JUST ONE PRICE FOR ALL ACCOUNTS: select Retail Price from this pull down menu and the use of Price Lists will be disabled. Make sure you have a regular price loaded for all your items other than the price lists, map the “Retail Price” or “Wholesale Price” field.

2) Next, go to Pricing Policy -> Price Level in order to set the currencies for your price lists. If you don’t require different currencies, don’t worry – your default currency is automatically listed for all price lists.

Each of the price lists you uploaded with your items will be listed here.

Edit each price list and select its currency.

Click Save.

Next, go to the Transaction Type on the Backoffice and make sure to display the "Item Price Level" price field in any forms you are configuring in the Order Center Views, so that this is the price that will be displayed in the various views (and not Retail Price).

Make sure to do this for all views: Medium, Gridline view, and Flat Grid view.